See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,656 | $74,888-83.1% | $71,209-82.2% | $142,382-91.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 18.40% | 345.14%-326.7pp | 282.51%-264.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $937 | $2,854-67.2% | $2,721-65.6% | $4,299-78.2% |
| Participant deferral / active EE | $1,873 | $4,454-58.0% | $4,175-55.1% | $6,507-71.2% |
| Admin fee / account holder | $173 | $5,568-96.9% | $5,349-96.8% | $12,624-98.6% |